Portfolio Management Services (PMS)Compare Schemes
Solidarity Advisors - Prudence vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Solidarity Advisors - Prudence
Sowilo Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
8.45%
3.12%
6 Months
29.49%
20.18%
1 Year
37.09%
17.30%
3 Years
18.49%
18.32%
5 Years
12.39%
—
Since Inception
18.64%
21.17%
Fund Age
10 yrs 3 mo
3 yrs 2 mo
AUM
₹1,760.35 Cr
₹171.55 Cr
Alpha – 1 Year
32.37%
12.58%
Alpha – 3 Years
6.40%
6.23%
Information Ratio – 3 Years
0.52
0.82
Volatility – 1 Year
25.02%
24.39%
Volatility – 3 Years
18.27%
21.61%
Beta – 1 Year
1.22
1.30
Beta – 3 Years
0.89
1.25
Sharpe Ratio – 1 Year
1.18
0.55
Sharpe Ratio – 3 Years
0.74
0.70
Worst Rolling Year
-0.28%
18.30%
Value at Worst Rolling Year
₹1.00 Cr
₹1.18 Cr
Deepest Drawdown
−13.15%
−26.88%
Recovery Period
44 days
487 days
1-Year Rolling Windows Positive
99.89%
100.00%
Median Rolling Year
16.20%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 11% · S 71%
L 4% · M 4% · S 88%
Number of Stocks
13
82
Portfolio P/E
41.36
—
Top 5 Holdings
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%